Semiconductor News & Analysis Feed
22654 articles
2026-06-12
seekingalpha.com
2026-06-12
Seeking Alpha
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2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
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Nvidia Deepens Microsoft AI Alliance
Nvidia Deepens Microsoft AI Alliance
Less than 1 min read
NVDA
+1.04%
MSFT
−2.30%
NVIDIA (NVDA, Financials) is adding to its long-running work with Microsoft as more companies look for practical ways to use AI.
The latest effort connects Nvidia's chips and software with Microsoft's Azure cloud, Windows devices and business data tools. In si
2026-06-12
futurumgroup.com
2026-06-12
The Futurum Group
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2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
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FREMONT, Calif., June 11, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology
2026-06-12
kotaku.com
2026-06-12
Kotaku
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2026-06-12
embeddedcomputing.com
2026-06-12
Embedded Computing Design
Openchip Adopts Baya Systems WeaveIP Fabric for AI and RISC-V Platforms
By Chad Cox
PRODUCTION EDITOR
EMBEDDED COMPUTING DESIGN
June 11, 2026
NEWS
Image Credit: Baya Systems and Openchip
Baya Systems and Openchip announced the companies have entered a strategic partnership. Openchip is licensing Baya Systems’ data-movement platform and Network-on-Chip (NoC) fabric technology to offer solutio
2026-06-12
www.designdevelopmenttoday.com
2026-06-12
Design and Development Today
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2026-06-12
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2026-06-12
RCR Wireless News
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2026-06-11
news.google.com
2026-06-11
PC Guide
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
EUV Lithography: A Power-Hungry Path to Innovation
Discover the energy-intensive realities of EUV lithography and its impact on semiconductor innovation—read how industry leaders are addressing sustainability challenges in our full report.
The Energy Cost of Technological Advancement
Extreme ultraviolet (EUV) lithography has revolutionized semiconductor manufacturing, enabling the production of
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
China Analysis: BYD Semiconductor’s Revenue Growth and Capacity Ramp-Up Outlook
2 Min Read September 19, 2025
BYD Semiconductor's rapid growth in power semiconductors sees revenue increase 5x since 2021, boosting its IGBT and SiC capabilities by 2026.
BYD Semiconductor has rapidly scaled its power semiconductor business, with revenue growing more than 5x since 2021 and wafer fab c
2026-06-11
www.marketwatch.com
2026-06-11
MarketWatch
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2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
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The market has entered an unusual phase where investors are no longer rewarding every company tied to artificial intelligence. Instead, capital is becoming more selective. High-profile opportunities are competing directly for investor dollars, valuations are facing greater scrutiny, and even market leaders are being forced to prove they deserve premium status.
That shift is now show
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia Breaks Below $200, Approaches Bear Market Territory. How Much Further Can It Fall?
Rich Duprey
Thu, June 11, 2026 at 8:44 AM PDT 4 min read
NVDA
+0.74%
SPCX
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AMD
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AVGO
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Nvidia has dropped roughly 15% from its $236 all-time high, sitting just 5% away from official bear market territory at $189.
The SpaceX IPO is pull
2026-06-11
www.washingtontimes.com
2026-06-11
Washington Times
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2026-06-11
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2026-06-11
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2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Wall Street may be turning on AI, as Oracle (NYSE:ORCL | ORCL Price Prediction) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago.
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ORCL stock is now up just 2.3% from year-ago prices, and it may not be long until it’s in the red. That’s a major sh